Chief Operating Officer & Chief Compliance Officer at PreserverPartners - Memphis, TN, US
Preserver Partners is an SEC-registered alternative asset management firm founded in 2009. Our 450+ clients consist of individuals and institutional investors including public pension plans, corporations, hospitals, foundations and endowments, and family offices.We offer a high income alternatives platform through private funds, separate accounts and a mutual fund: * Preserver LP is an opportunistic income portfolio that preserves capital and generates long-term positive returns with low volatility and correlation to fixed income. The fund invests across asset classes and investment niches seeking attractive risk-adjusted returns and strong income generation. With a 10-year track record, Preserver, L.P., has been ranked in the top 10 performers in 2012, 2013, 2016 and 2017. * Customized Managed Accounts for larger clients seeking access to our alternative investment platform, but in need of different portfolio attributes. * Preserver Alternative Opportunities Fund (PAOIX), a liquid alternatives mutual fund, launched in March 2016, seeks current income and capital appreciation with low volatility compared to major equity and fixed income markets. Preserver Funds is one of only four African-American owned mutual fund companies in the U.S. We have been featured and/or quoted in Commercial Appeal, Daily Memphian, Bloomberg News, Street.com, Wall Street Journal, Barron's Magazine, Emerging Manager Monthly, Wall Street Transcript, Insurance Linked-Securities Newsletter, Money Magazine, City Wire Magazine, Nasdaq.com, Institute for Innovation Development and Alt Credit Intelligence.